Referral Channel Specialist

Primary Responsibilities

• Foster connections with Schwab and Fidelity Financial Consultants (FCs) and their clients through proactive engagement, transparent communication, and timely execution throughout the sales “Closed Won” process.
• Establish partnerships with Business Development Officers (BDOs) that emphasize meticulous attention to detail, timely alignment, and thoughtful deal momentum—positioning their sales pipeline for long-term success and strong FC retention.
• Foster trust and alignment with advisors and client service team members by maintaining consistency, transparency, and timeliness during the centralized onboarding stage.
• Collect and consolidate essential client information and manage execution of initial client onboarding documents to enable a smooth and efficient handoff from BDOs to Advisor Teams.
• Ensure perpetual follow-up with key stakeholders to maintain a consistent and fluid sales process workflow from “Closed Won” to “New Client Onboard.”
• Career Transition Support: Coordinate the transition from “New Client Onboard” to the assigned Advisor Team.
• Continuously improve the new client onboarding process establishing high standards in client satisfaction and preserving FC and BDO trust in accuracy and pace.
• Utilize Salesforce for all data entry and internal workflows.
• Keep selected Advisor Teams abreast of pipeline activity.
• Ad hoc support to fellow Client Service team members as needed.

Qualifications

• 2+ years of administrative work experience (including internships); financial services experience is a plus.
• Associate or bachelor’s degree required.
• Proficiency in Microsoft Suite.
• Experience with CRM system; Salesforce preferred.
• Strong attention to detail, communication, problem-solving, and analytical skills.
• Excellent written and verbal communication skills.
• Ability to multi-task under pressure, work independently, and work in a team environment.
• Initiative-taker, energetic, and assertive.
• Versatility, flexibility, and an ability to work within constantly changing priorities with enthusiasm.
• Outside the box thinking, lean-in mentality, ability to spot red flags and derive proactive solutions, and organized task management.

Pay

The annualized base pay range for this role is expected to be $60,000 - $65,000 per year. Actual base pay could vary based on factors including but not limited to experience, subject matter expertise, geographic location where work will be performed, and the applicant's skill set.

Schedule

Focus provides team members the flexibility to work a hybrid schedule. Our hybrid model is defined as 3 days in office work required per week, while giving team members the option to work remotely 2 days per week, or as assigned by their team leader.

Benefits

Focus Partners Wealth offers a comprehensive benefits package which includes an annual cash bonus and a robust benefits program. Details on specific benefits are not provided in the job posting.